CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+3.72%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$139M
AUM Growth
+$139M
Cap. Flow
+$6.33M
Cap. Flow %
4.55%
Top 10 Hldgs %
76.02%
Holding
47
New
16
Increased
18
Reduced
9
Closed
–

Top Buys

1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
$1.88M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$951K
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$817K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$734K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$407K

Top Sells

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$412K
2
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
$189K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
$104K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
$43.7K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
$13.8K

Sector Composition

1 Consumer Discretionary 0.03%
2 Financials 0.03%
3 Technology 0.01%
4 Healthcare 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPLV icon
26
Invesco S&P 500 Low Volatility ETF
SPLV
$8B
$110K 0.08% 2,533 -4,351 -63% -$189K
GOVT icon
27
iShares US Treasury Bond ETF
GOVT
$27.9B
$71K 0.05% 2,834 -551 -16% -$13.8K
HYS icon
28
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.45B
$61K 0.04% +608 New +$61K
GPK icon
29
Graphic Packaging
GPK
$6.6B
$44K 0.03% 3,436 – –
BAC icon
30
Bank of America
BAC
$376B
$24K 0.02% +1,000 New +$24K
SHY icon
31
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$19K 0.01% 220 -53 -19% -$4.58K
MSFT icon
32
Microsoft
MSFT
$3.77T
$13K 0.01% +201 New +$13K
TOWN icon
33
Towne Bank
TOWN
$2.77B
$10K 0.01% +300 New +$10K
WBA
34
DELISTED
Walgreens Boots Alliance
WBA
$8K 0.01% +100 New +$8K
SLV icon
35
iShares Silver Trust
SLV
$19.6B
$7K 0.01% +400 New +$7K
IEMG icon
36
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$6K ﹤0.01% +116 New +$6K
AON icon
37
Aon
AON
$79.1B
$5K ﹤0.01% +38 New +$5K
ACWI icon
38
iShares MSCI ACWI ETF
ACWI
$22B
$1K ﹤0.01% 19 – –
AMZN icon
39
Amazon
AMZN
$2.44T
$1K ﹤0.01% 1 – –
F icon
40
Ford
F
$46.8B
$1K ﹤0.01% +100 New +$1K
KBAL
41
DELISTED
Kimball International
KBAL
$0 ﹤0.01% +10 New –
ACCO icon
42
Acco Brands
ACCO
$362M
$0 ﹤0.01% +11 New –
CAL icon
43
Caleres
CAL
$507M
$0 ﹤0.01% +10 New –
KE icon
44
Kimball Electronics
KE
$699M
$0 ﹤0.01% +7 New –
SNAP icon
45
Snap
SNAP
$12.1B
$0 ﹤0.01% +5 New –
ALJ
46
DELISTED
Alon U S A Energy Inc
ALJ
$0 ﹤0.01% +10 New –
FM
47
DELISTED
iShares Frontier and Select EM ETF
FM
$0 ﹤0.01% 12 – –
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